ESP

Search documents
Honeywell Gears Up to Report Q2 Earnings: Is a Beat in Store?
ZACKS· 2025-07-22 16:26
Key Takeaways HON's Q2 revenues are expected to rise 4.6% to $10B, with EPS up 6% to $2.64. Aerospace and energy units likely drove growth, offset by industrial automation segment weakness. Rising costs from digital and integration investments may pressure Honeywell's margins this quarter.Honeywell International Inc. (HON) is scheduled to release second-quarter 2025 results on July 24, before market open.The Zacks Consensus Estimate for HON’s second-quarter revenues is pegged at $10 billion, indicating gr ...
Uma gota de água pode apagar o incêndio | Luís Osório | TEDxPorto
TEDx Talks· 2025-07-22 16:20
[Música] Se por alguma destas portas entrar um canal, ninguém aqui duvidará que é um canal. Mas se entrar aqui uma pessoa pelas mesmas portas, maravilhosa, extraordinária, luminosa, que só faltam as asas para parecer um anjo, a primeira coisa que fazemos é desconfiar. Até inventarmos um provérbio. Quando a esmola é grande, o pobre desconfia. Para mim também, por isso, o bem é o mistério, muito mais do que o mal. O bem empurra-nos contra este instinto de fazermos o mais fácil, de escolhermos o mais fácil, o ...
Construindo espaços públicos para a Inclusão na cidade | Fernanda Paula Oliveira | TEDxPorto
TEDx Talks· 2025-07-22 16:18
[Música] A minha grande questão não é a questão mais importante, mas é uma questão importante para quem pensa a cidade, como eu penso, a partir do direito. O direito é justiça. E, portanto, a grande questão é como tornar as cidades num espaço mais justo e mais inclusivo.Claro que fazer esta pergunta pressupõe pensarmos na cidade. A cidade tem muitas configurações. A cidade, que cidade.Temos muitas cidades. Temos a cidade do Quarteirão tradicional, que é a cidade onde vivem as famílias. E começo já a introdu ...
Allegion Gears Up to Post Q2 Earnings: Here's What to Expect
ZACKS· 2025-07-22 16:15
Core Viewpoint - Allegion plc (ALLE) is expected to report second-quarter 2025 results on July 24, with projected revenues of $1 billion, reflecting a 3.7% year-over-year growth, and earnings per share (EPS) estimated at $2, indicating a 2% increase from the previous year [1][10]. Group 1: Financial Performance Expectations - The Zacks Consensus Estimate for ALLE's second-quarter revenues is $1 billion, showing a growth of 3.7% from the prior-year quarter [1]. - The consensus estimate for earnings is $2 per share, which has increased by a penny in the past 30 days, indicating a growth of 2% from the year-ago quarter [1]. - ALLE has consistently delivered better-than-expected results in the past four quarters, with an average earnings surprise of 10.1% [2]. Group 2: Segment Performance Insights - The Allegion Americas segment is expected to see a revenue increase of 4.1% year-over-year to $801.9 million, driven by stable demand across various end markets [3]. - The Allegion International segment is anticipated to experience a revenue decline of 4.5% from the year-ago quarter to $186.2 million, impacted by challenges in some European regions despite increased demand for electronic security products [4]. Group 3: Strategic Acquisitions - Allegion has focused on expanding its product offerings through acquisitions, including Lemaar Pty Ltd in March 2025, Next Door Company in February 2025, and Krieger Specialty Products in June 2024, which are expected to enhance its top-line performance [5]. Group 4: Cost and Margin Considerations - Rising operating costs due to increased material costs and investments in new products are likely to impact the bottom line, with cost of sales expected to rise 2.4% year-over-year to $550.2 million [6]. - The adjusted operating margin is projected to decline by 50 basis points to 23.2% in the second quarter [6]. Group 5: Foreign Exchange Impact - Allegion's extensive geographic presence exposes it to foreign exchange headwinds, with a stronger U.S. dollar likely to negatively affect its overseas business [7].
Here's What Investors Must Know Ahead of Weyerhaeuser's Q2 Earnings
ZACKS· 2025-07-22 16:11
Core Viewpoint - Weyerhaeuser Company (WY) is expected to report second-quarter 2025 results on July 24, with anticipated declines in earnings and net sales compared to the previous year [1][3][10]. Earnings Performance - In the last reported quarter, Weyerhaeuser's adjusted earnings were 11 cents per share, meeting the Zacks Consensus Estimate, while net sales exceeded expectations by 0.7% [1]. - The company has beaten consensus estimates in two of the last four quarters, with an average surprise of 50.7% [2]. Earnings Estimates - The Zacks Consensus Estimate for the upcoming quarter's EPS has decreased to 12 cents from 15 cents, indicating a 42.9% decline year-over-year [3]. - The consensus for net sales is projected at $1.88 billion, reflecting a 3% year-over-year decline [3]. Segment Performance - The Wood Products segment, which contributed approximately 73% of first-quarter 2025 net sales, is expected to see a decline in earnings and adjusted EBITDA due to soft demand and increased costs [4][6]. - The Timberlands segment is projected to maintain its outlook, with expected lower earnings and adjusted EBITDA quarter-over-quarter, influenced by higher costs and unfavorable sales realizations [8]. - The Real Estate, Energy, and Natural Resources segment is anticipated to show significant growth, with adjusted EBITDA expected to increase by 61.6% sequentially due to favorable sales timing [10][11]. Financial Projections - The Wood Products segment's net sales are expected to decline 4.4% year-over-year but grow 5.6% sequentially to $1.36 billion, with adjusted EBITDA forecasted to drop 37.3% year-over-year [7][10]. - The Timberlands segment's net sales are expected to decline 2% year-over-year but increase 1.9% sequentially to $544 million [9]. - The Real Estate, Energy, and Natural Resources segment's net sales are projected to be $136.4 million, up 25.1% year-over-year and 45.1% sequentially [11]. Earnings Prediction Model - The model indicates that Weyerhaeuser is unlikely to achieve an earnings beat this quarter, with an Earnings ESP of -18.10% and a Zacks Rank of 4 (Sell) [12].
Why Sustainable Journalism Matters Now More Than Ever | Minodora Sălcudean | TEDxChouaibDoukkaliU
TEDx Talks· 2025-07-22 16:09
So dear friends, dear colleagues, my speech today is a great chance to advocate not only for quality and responsible journalism but also for the for the necessity imperative necessity of its sustainability. In what follows I uh will use a short form of this idea. I will say QR journalism is not a new concept.Uh it's just a way to simplify my my speech today. Maybe in the world today are millions such speeches about journalism. But I don't care. I don't think they are enough.And beside that, I come here in f ...
Servicing Revenues Slump Looms, Can Rithm Capital Still Deliver in Q2?
ZACKS· 2025-07-22 15:30
Key Takeaways Rithm Capital is set to report Q2 earnings of 51 cents per share on $1.25B in revenues on July 28. Servicing, asset management, and other revenues are all projected to decline year over year in Q2. Origination gains and Newrez profitability may offset rising expenses and interest costs this quarter.Global asset manager Rithm Capital Corp. (RITM) is set to report second-quarter 2025 results on July 28, 2025, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’ ...
Viajar al fin del mundo para explorar el universo | Julián Rodríguez | TEDxBucaramanga
TEDx Talks· 2025-07-22 15:14
¿De qué sirve explorar el espacio desde un país como Colombia? Julián Rodríguez, astrónomo colombiano, nos lleva a un viaje por la Antártida para explicarnos cómo, desde uno de los lugares más extremos del planeta, es posible estudiar el universo. Su charla es un llamado a valorar la ciencia, la curiosidad y el potencial que tiene América Latina de contribuir a la exploración espacial desde su propio contexto. Desde la infancia, Julián ha tenido una pasión por la astronomía y ciencias del espacio, razón por ...
Expand Energy (EXE) Earnings Expected to Grow: Should You Buy?
ZACKS· 2025-07-22 15:07
Core Viewpoint - Expand Energy (EXE) is expected to report a significant year-over-year increase in earnings and revenues for the quarter ended June 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1][3]. Earnings Expectations - The consensus estimate for quarterly earnings is $1.31 per share, reflecting a year-over-year change of +13000% [3]. - Revenues are anticipated to reach $2.15 billion, which is an increase of 468.8% compared to the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 10.19%, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Expand Energy is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.28%, suggesting a bearish outlook from analysts [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from the consensus estimate, with positive readings being more reliable [8][9]. - A combination of a positive Earnings ESP and a Zacks Rank of 1, 2, or 3 significantly increases the likelihood of an earnings beat [9]. Historical Performance - In the last reported quarter, Expand Energy exceeded the expected earnings of $1.85 per share by delivering $2.02, resulting in a surprise of +9.19% [12]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [13]. Conclusion - Despite the potential for an earnings beat, Expand Energy does not currently appear to be a compelling candidate for such an outcome, and investors should consider other factors before making investment decisions [16].
Earnings Preview: Graphic Packaging (GPK) Q2 Earnings Expected to Decline
ZACKS· 2025-07-22 15:07
Graphic Packaging (GPK) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on July 29, might help the stock move higher if these key numbers are better than expectat ...